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iShares US Technology ETF

828 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 290 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.78M

22% more capital invested

Capital invested by funds: $6.94B → $8.47B (+$1.53B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759828 (+69)

0.37% more ownership

Funds ownership: 66.13%66.5% (+0.37%)

Holders
828
Holders Change
+69
Holders Change %
+9.09%
% of All Funds
13%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.61%
New
108
Increased
290
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.68M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
751
Magnolia Capital Management
New York
$65K
NFSG
752
Newbridge Financial Services Group
Florida
$61.6K
HWA
753
Heritage Wealth Advisors
Virginia
$60.7K -$3.34K -34 -6%
FPFS
754
First Personal Financial Services
North Carolina
$59.1K
CFG
755
CKW Financial Group
Hawaii
$59K +$4.03K +41 +8%
WWMSC
756
Wagner Wealth Management (South Carolina)
South Carolina
$56.6K +$51.1K +520 New
FA
757
Fiduciary Alliance
South Carolina
$53.9K +$48.6K +495 New
GJIA
758
Glass Jacobson Investment Advisors
Maryland
$52.6K +$47.4K +483 New
NOI
759
Newton One Investments
Delaware
$51.8K
CA
760
Clearstead Advisors
Ohio
$51.5K
ATC
761
Adirondack Trust Company
New York
$51.2K
OHWP
762
Oak Harbor Wealth Partners
North Carolina
$48.3K
FCAG
763
First Capital Advisors Group
New Jersey
$48K
BL
764
Balentine LLC
Georgia
$43.9K +$39.6K +403 New
First Manhattan
765
First Manhattan
New York
$43.5K
WPA
766
West Paces Advisors
Georgia
$43.5K +$39.3K +400 New
CB
767
Centennial Bank
Arkansas
$43.1K
HPIA
768
Hamilton Point Investment Advisors
North Carolina
$42K
AWM
769
Avior Wealth Management
Nebraska
$41.4K -$4.22K -43 -10%
PWM
770
Provident Wealth Management
Tennessee
$39.8K
GI
771
Gradient Investments
Minnesota
$39.7K
CAS
772
Coppell Advisory Solutions
Texas
$39.4K +$36K +367 New
PA
773
PSI Advisors
Florida
$37K
Deutsche Bank
774
Deutsche Bank
Germany
$35.9K
GIA
775
GHP Investment Advisors
Colorado
$35.5K

IYW Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2023, worth a combined $8.47B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IYW positions and 35 closed out — a net gain of 73 holders — while 290 added to existing stakes and 249 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 828 institutional investors held iShares US Technology ETF (IYW) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $8.47B of iShares US Technology ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 108 funds opened new iShares US Technology ETF positions in Q2 2023 and 35 closed out, a net change of +73 holders.
  • The largest iShares US Technology ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $34.4M added.
  • The largest iShares US Technology ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.